LWL
Leo Wealth LLC Portfolio holdings
AUM
$1.29B
1-Year Est. Return
19.99%
1 Year Est. Return
+19.99%
AUM
$1.29B
AUM Growth
+$590M
(+85%)
Holding
401
Top Buys
| 1 | +$32.8M | |
| 2 | +$26.6M | |
| 3 | +$23.9M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$22.4M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$21.2M |
Top Sells
| 1 | +$1.6M | |
| 2 | +$1.4M | |
| 3 | +$1.34M | |
| 4 |
Public Service Enterprise Group
PEG
|
+$1.29M |
| 5 |
Dominion Energy
D
|
+$1.29M |
Sector Composition
| 1 | Technology | 12.75% |
| 2 | Healthcare | 7% |
| 3 | Consumer Discretionary | 4.08% |
| 4 | Financials | 3.78% |
| 5 | Communication Services | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
SPDR S&P Biotech ETF
XBI
$6.32B
| – | – |
-4,275
|
|